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The Real Reason for the Iran War and The End of Freemium AI Chat Apps
Welcome back to the pod, everyone.
Todays episode covers the following 4 topics:
* Canadian Jobs, Liberal majority and the Mark Carney performance review.
* Market structure and positioning
* War in Iran
* Open Ai Shifts focus to the enterprise as LLMs prove they aren’t just a commodity.
Market Update📈📉
Asset prices don’t make their biggest moves because of fundamentals. They move because of positioning. ]
Right now, if you are reading the headlines, you are missing the underlying mechanics of what is actually happening in the market.
We are looking at the first week of net outflows from…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.